Individual Business Analyst

4 weeks ago

Blue Bell, United States USI Holdings Corporation Full time

**General Description**:Support the operational and processing needs of the commissions for the Individual Benefits team. Includes maintaining and scrubbing data from clients and carriers to be processed by the commissions team.

**Responsibilities**:

- Responsible for processing carrier commissions uploads.
- Support the Commission team with individual carrier commission issues.
- Assist Individual Benefits and Commission teams with new and retention commissions.
- Review cases for individual bonuses from carriers. Manage confirmation and notification of payment.
- Support the My Benefit Advisor (MBA) team with new business and retention commissions.
- Support acquisition and succession commissions for groups under 65 lives. Includes data entry of new carriers and brokers into COMeT system. Ensure commissions are received and paid correctly.
- Support carrier block transfers. Ensure brokers are paid in accordance to acquisition agreement.
- Ensure quality turnaround time and accuracy goals are met.
- Build and maintain strong relationships with Individual Marketing Advisor and Account Executives.
- Develop strong knowledge of carrier processes and systems.
- Develop comprehensive knowledge of Broker Contact Units and appropriate Broker Executives.

**Knowledge, Skills and Abilities**:

- High School degree or GED required.
- Must have Accident & Health license or obtain within three months from date of hire.
- Familiarity with Individual Market products.
- Understanding of benefit plan designs and claim procedures.
- Working knowledge of Microsoft Office products, including Word, Excel, and PowerPoint.
- Strong organizational, time management, and multi-tasking skills.
- Superior attention to detail and follow-up skills.
- Effective communication skills when dealing with co-workers, brokers, and carriers.
- Ability to work effectively in a team environment.
- USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time_._

Job ID:
28050

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